Comprehensive Financial Consultants Institutional, Inc.

Comprehensive Financial Consultants Institutional, Inc. (CRD# 128257) is a financial advisory firm headquartered in Bloomington, IN. They manage $122,984,866 in 783 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $157,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Comprehensive Financial Consultants Institutional, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eric Q. Giesler
CRD#: 2786614
674 S. College Ave, Bloomington, IN 47403
93
Wealthminder
score

Eric Giesler (CRD# 2786614) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 12 years of experience in the finance industry.

2
Rodney L. Holloway
CRD#: 2725803
674 S. College Ave, Bloomington, IN 47403
93
Wealthminder
score

Rodney Holloway (CRD# 2725803) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 20 years of experience in the finance industry.

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